Top Tech Jobs & Startup Jobs in San Francisco Bay Area, CA

The Senior Wealth Strategist - Insurance manages client relationships and provides insurance solutions, focusing on risk management for high-net-worth clients. The role requires collaboration with advisors and an in-depth knowledge of the insurance industry.

The Insurance Advisor will manage a book of business, build client relationships, and provide insurance expertise in life, long-term care, and annuities, while supporting financial planning and risk management efforts.

The Tax Director leads tax planning strategies for high-net-worth clients, reviews tax returns, and partners with client development teams to enhance client relations. Requires extensive tax knowledge and client service experience.

Lead the Opportunity Engine product development, managing cross-functional teams to drive advisor growth and improve client experiences using data and AI.

The Tax Manager I will lead client relationships, prepare and review tax returns, conduct tax research, and mentor staff in a supportive environment focused on high-net-worth clients.

Assist in preparing personalized financial plans by analyzing client documents and data, utilizing financial planning tools, and collaborating with teams for a seamless client experience.

The Client Development Associate guides new clients through the onboarding process, ensuring a seamless transition to official client status while managing documentation and account setup.

The Director of Client Development will lead a team of Financial Planners, ensuring operational excellence, mentoring staff, and managing workflow efficiency while producing prospect financial plans.

The Private Market Operations Specialist ensures data integrity and operational continuity across Private Investment Services systems, focusing on reporting accuracy and managing data feeds, particularly between Arch and Orion.

Lead revenue operations strategy and programs, partner with Sales, Marketing, Finance and Product to improve GTM processes, build dashboards and forecasts, optimize Salesforce and GTM tech, and drive analytics and operational playbooks to increase revenue predictability and scale.